Jacobs Levy Equity Management’s INVE Technologies, Inc. Common Stock INVE Stock Holding History

Jacobs Levy Equity Management’s Portfolio INVE Stock Details INVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-41,395	Closed	-$152K	–	1137
2024 Q4	$152K	Sell	41,395 -23,255	-36%	-$87.2K	﹤0.01%	909
2024 Q3	$228K	Buy	+64,650	New	+$237K	﹤0.01%	910
2014 Q2	–	Sell	-5,130	Closed	-$58K	–	874
2014 Q1	$58K	Sell	5,130 -2,780	-35%	-$24.7K	﹤0.01%	869
2013 Q4	$46K	Sell	7,910 -1,210	-13%	-$7.76K	﹤0.01%	928
2013 Q3	$66K	Sell	9,120 -14,591	-62%	-$112K	﹤0.01%	906
2013 Q2	$171K	Buy	+23,711	New	+$227K	﹤0.01%	911

Other funds holding INVE

Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return

HFA

Harbert Fund Advisors Birmingham, Alabama $3.03M AUM 40.55% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PLC

Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return

Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jacobs Levy Equity Management's INVE Position: Q1 2025 in Review

Jacobs Levy Equity Management sold out of INVE Technologies, Inc. Common Stock (INVE) in Q1 2025, closing a stake of 41,395 shares — an estimated $152K sold.

Jacobs Levy Equity Management first reported a position in INVE in Q2 2013 and held it in 6 quarters. The position peaked at $228K in Q3 2024. 43 funds tracked by Wall St. Rank hold INVE as of Q1 2025.

Jacobs Levy Equity Management reported no remaining INVE Technologies, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
Jacobs Levy Equity Management sold 41,395 INVE Technologies, Inc. Common Stock shares in Q1 2025, an estimated $152K.
Jacobs Levy Equity Management first reported a position in INVE Technologies, Inc. Common Stock in Q2 2013 and held it in 6 quarters.
Jacobs Levy Equity Management's INVE Technologies, Inc. Common Stock position peaked at $228K in Q3 2024.
43 funds tracked by Wall St. Rank held INVE Technologies, Inc. Common Stock as of Q1 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2025, filed 15 May 2025.